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Category: Proxy Voting

Routine Vs Non-routine Proxy Proposals

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In the governance of any organization there must be a means to address issues, make changes, and set needed regulations. Public companies in the United States make major decisions about business and future strategies via proposals made at annual shareholder meetings. These proposals are akin to bills in the legislature of the United States government. […]
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Proxy Voting Gives Shareholders A Voice

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EDT
Before the general meeting of an organization or a mutual fund, shareholders receive a package in the mail that contains a number of documents: financial reports, investment data as well as documents that announce critical issues ─ for example, proposals for changes to an organization’s share structure or their mergers and acquisitions. Unit holders or […]
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What You Need to Know about a Shareholder Proxy

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EDT
What Is a Proxy? A proxy refers to an agent who has the legal permission to act and carry out decisions on your behalf. A proxy agent also makes it possible for you to vote at the annual shareholder meeting even when you aren’t present. What Is Voting by Proxy? If you’re a shareholder and […]
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Consult with an Expert Before Your Next Shareholder Meeting

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Regular shareholder meetings are an important part of investing in a company. Based on the company’s performance, investors can gauge how much to invest in the future. If shareholders are unable to attend the meeting, they should educate themselves properly by reading the proxy statement before voting on proposals. A stock transfer agent can guide […]
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Broker Discretionary Voting on Directors Eliminated

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EDT
In a new rule effective January 1, 2010, the SEC has eliminated discretionary voting on directors by brokers. In the past, this rule allowed brokers to vote proxies on behalf of beneficial shareholders for uncontested directors for publicly held companies, as long as the beneficial shareholder had received the proxy materials with plenty of time […]
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Purpose of the Proxy

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EDT
Shareholders, by virtue of their ownership interest in a corporation, are usually entitled to one vote per share in corporate elections or certain other policy decisions. This is true for the approval or disapproval of pension plans, additional stock authorizations, and mergers. If the shareholders can attend the annual meeting or special meetings called from […]
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